Any changes to the plan, such as changes to the Benefit Formula, funding method, or assumptions, etc., whether required by the government or the client, will incur additional fees

*

Tardy fee (Special Rush Processing fee) applies if complete and correct data is not provided by deadline for filing extension (7 months after end of Plan Year). In addition, this fee increases by $150 for each additional month late.

$300

Non-concurrent Fiscal Year fee applies if the Plan Year is different from employer's Fiscal Year